Although the competent authorities held successive meetings last week, repeatedly stressed the need to "break the volume" and crack down on the phenomenon of low-price and disorderly competition in the photovoltaic industry , as of last week, the market stop signal has not yet appeared.
Component prices continued to decline, Longji, Jingke, Jingao, Tongwei, Dongfang Risheng and other eight enterprises concentrated on lowering their quotations by 0.01-0.05 yuan/W. The price
of TOPCon components dropped to 0.62-0.70 yuan/W, and the head manufacturers indirectly reduced the price by matching products, that is, packaging conventional and degraded components. The power was concentrated above 700 W, and the price was as low as 0.60-0.63 yuan/W.
BC components have fallen below "eight cents", with a quotation of 0.68-0.79 yuan/W. What's more, some manufacturers are encouraged to sign the bill with a hidden discount of 0.01-0.02 yuan/W lower than open quotation. The advantage of technology premium of high-power products has gradually disappeared. The price
of HJT components is 0.65-0.76 yuan/W, and the price of conventional components is around 0.70 yuan/W. Comparatively speaking, Huasheng, Guosheng and other manufacturers have large shipments, with orders of about 0.5-1.0 MW, and the price of promotional products has dropped to 0.63 yuan/W. On the
demand side, the signing of the distributed market is sluggish, and the shipments are concentrated on the special products of the leading manufacturers. However, the good news is that the centralized bidding demand in the first week of July reached 4G W, and we learned from the tracking that the demand for centralized procurement in the third and fourth quarters may be released in large quantities, and the overall demand in July is expected to improve. Superimposed with the competent authorities to manage the disorderly competition of photovoltaic low price, guide the improvement of quality, eliminate backward production capacity, and bring positive signals to the market, can follow-up market of photovoltaic modules successfully embark on a rebound trend? We'll see!
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